This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FOCUS PARTNERS WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 24, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66|S65|S63

First exam

Aug 24, 2004

First registration

Jun 14, 2005

Dual registered

no

IAPD individual key

4811718

• Occurred

  May 10, 2023
  Advisor changed firm

  Philip Thomas Platt left Coldstream Wealth Management for Bordeaux Wealth Advisors (registered 2023-05-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ca1ae6ec-edaa-a129-3c59-7467d8db8896

First observed

Jun 14, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.